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Sorting from a drop down list that parallels parent row hierarchy?
I use the sales pipeline by stage sheet and love it. Typically, we manually move rows between our stages, which are set up as parent rows. I use the stage as the parent so I can easily keep track of my totals, which gives me trigger points for action on issues when sales may get slow. I also derive all of our sales…
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Drop Down list in web form out of sequence
Good afternoon, I have searched the knowledge base to no avail, so... I created a simple web form with a drop down list containing 3 times: 9:00 am, 9:30 am, and 10:00 am. The column in the sheet with the drop down list is in order. However, when I created the form and previewed it the times were displayed in this order:…
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Row sum based on column value?
Here is a bit of an odd ball. This is a budget sheet that has been simplified for this question. At the end of each quarter the planed amount is replaced with the actual value for the quarter. I need to sum up the total actual and the total planned across all quarters for use in other calculations. Is there as way to sum…
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Formatting Date in Smartsheet with Month Name Displayed
When using the column type of "DATE" the only way dates are always displayed as numeric values. However, some of my colleagues are requesting that the dates be displayed as Feb 12, 2016 or 12 Feb 2016, etc. Is this possible in Smartsheet? The only preferences I have located are the user preferences where you localize your…
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Link sheets so when "checked" it adds to another sheet
Hello, Is there any way that I can use a check box to then add an item to another sheet? Thanks, Harrison
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Import "assigned to" from excel or CSV
I want to import data from CSV or excel where one column is the "Assigned to" contact. Using the user name or email address smartsheet does not recongnise the data imported untill it is manualy selected in the smartsheet cell. This would then be part of a project imported with resource management using teh assigned to…
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Login History option to open into smartsheet
The only option to see the last 6 months logi in history is to download an excel file... surely smartsheet coud have an option to open in smartsheet
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Remove user but retain resource management functionality
What is the suggested/best practice for removing/revoking a user's access to a team account and it's sheets, but to retain the historical data for that user in resource views and reporting? I am trying to remove former employees' access/ability to see our team data, but I don't want to lose them from resource management…
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original Surface RT performance
Hi All, we are attempting to recycle an original Surface RT device by providing it to a user who is only basically using it to access smartsheet while in meetings. unfortunately, the performance is horrible. clicks into a cell take a long time to register, typing a character takes a full second to appear. does anyone have…
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Very Large Save Causes Formula Corruption
I've been trying to understand a problem I'm having with two of my largest Smartsheets. If I move a row up or down or insert or delete a row, especially near the top of the sheet, the Save process will apparently corrupt formulas here and there in my sheet with no warning or error message given. I've gone back and forth…